940 results found
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Update Granthub Pro to Utilize Grant Hub User Interface/Landing Page
Update GrantHub Pro to match the landing page and user interface of GrantHub for a smoother transition and ease of use. Essentially reskinning Granthub Pro to utilize the regular Granthub user interface with the added functionality of granthub pro.
1 vote -
Ineligible organization
We have recently had an issue with some partners not submitting reporting(like over a year overdue) and then cutting off all communication with us. Per our grant making policy this makes the organization ineligible for funding until the previous grant contract is fulfilled(meaning we get some type of report or account of grant monies.) We are looking at the idea of seeing if it was something that could be implemented to have a box or button that is able to be clicked on(toggle on and off so once they come back into good standing that goes away) an admin side…
1 vote -
Ability to modify/add fields in the "Edit Payment" window under "Installment Form"
In the "Edit Payment" pop-up window that is an option under "Installment Form", it would be very helpful if we could edit existing/add new field names in that pop-up window.
1 vote -
Master Tribute Summary
I am currently having an issue where we are not getting a full picture of donations that include tributes. The Tribute Donation Summary report will only include the names of tributes for online donations if the donor selects to notify the family of the person, if they leave it blank it automatically marks not to notify. When checks or other donations are entered by staff the notify option is left blank in many occasions they are included in the Tribute Donation Summary. We would like to have a more comprehensive report of all tributes not just the ones that are…
1 vote -
Reassign organization when request has followups
Now that users can be connected to multiple organizations -- We have users who had historically applied for both organization and personal artist grants under the same account, so we were looking forward to getting the personal requests moved over to a personal "organization" for them. It's a problem that we can't move anything that was awarded/assigned followups, even though those requests are closed. It would be very helpful to be able to do this so they can see all their personal history in the same place.
1 vote -
Display Certain Rows
There should be a feature that allows you to control how many rows you want in your report. For example, I'm building out a Top 25 Report based on total giving and it would be beneficial if I can restrict the report to display only the 25 organizations that have received the most funding without needing to set a manual cap that is subject to change to filter them out.
1 vote -
Automatic Email for Account Holders when Portal opens
Send an automatic email to people who have opened accounts when the scholarship application portal opens (as well as an automatic email when there is only 1 week left).
1 vote -
Add functionality in tables to clone columns
Just as we can clone rows in tables, I think it would be even more impactful to clone columns. As one use case, we have a table question in a follow-up form that asks for several different outputs (each row being a different output) for each month in a quarter, with each column being a different month. This would have been way easier to build out with a Clone Column feature.
1 vote -
Assign Primary Contact as Default "Applicant" for Grants Synced from CSuite to GLM
There are some grants that we process in CSuite and then sync over the GLM. The intention is that we can use email templates for batch notifications in GLM to send to the organizations. We also assign follow-up forms for these grants.
However, the emails and follow-ups aren't working. It seems to be because the Applicant is listed as "Unassigned". All of the organizations for these grants already have GLM accounts, so I would love to see the Primary Contact be the default "Applicant", which would enable us to perform these functions in batch. Any way to improve this integration…
1 vote -
SLM: Ability to turn off opportunities on student dashboard/conf. page.
We would like the option for students to not see the opportunities they qualify for when they submit their application. We do not understand the purpose or why this is necessary. It tends to cause more questions and confusion. This is misleading for students if they qualify for a lot of opportunities, but don't receive a scholarship or only get one.
We do not want these to show up on the applicant dashboard as well as the confirmation page.
We would appreciate the option to have this feature turned on or off, even for opportunities that have Supplemental Questions.
1 vote -
Batch unapprove grants from Csuite
There is a weird process you need to do to prevent GLM grants from being processed before a grant agreement has been received...you have to toggle the GLM approval button on then off so the system recognizes the imported Csuite grant. This is annoying and inefficient. There is a batch approve option, why not just add the batch unapprove option?
1 vote -
Create application form outside of process (SLM)
In SLM, I feel it would be helpful to be able to develop a form template outside of processes (maybe I'm missing this somewhere, but the only place I have found "create new form" has been inside a process under "change form"). I'd like to have an independently created Application template (that stays then untouched or modified, so I know where I started) that I can then copy and adjust into my processes. This could also apply for Follow-Up forms, etc. Essentially, I'd like the Create New Form button or a Create form template button inside the Forms tab within…
1 vote -
SLM- UA New Student Dashboard & Confirmation page - please sort in same order as the Opportunities page
The student sees the 'Assigned to You' list and the Confirmation Page opportunities in a random order. Please let us control that based on how they are listed on the opportunities tab. It would look way better to be in Alphabetical order.
1 vote -
Process building
I'd love to have a side by side feature in the create process area, meaning it would be good to be able to also edit any email templates that are needed (or forms) within a process, but within the same screen. I don't know if this could be done via a pop up window, or if it could be the side by side view (similar to what an evaluator would have), but I'd love to not have to add a second open tab or have to get out of a process any time I need to go update or add…
1 vote -
Toggle between friendly names
I'd like to be able to have different friendly names on outgoing emails for different programs. Ideally, it would be another choice on an email template/message.
1 vote -
GLM CommunitySuite Questions: Add Grant Type
It would be incredibly beneficial if GLM included a CommunitySuite question type that allows users to directly select options from the "Grant Type" dropdown list in CommunitySuite.
Currently, we list this question in our GLM applications, and our Grant Manager manually selects the grant type. However, this information isn't automatically linked to CommunitySuite, requiring our Financial Manager to also go into CSuite and designate the 'Grant Type' for each grant processed.1 vote -
Credit card fees on campaign Income Statements
The income statement for CAMPAIGNS should include all the expenses - including credit card processing fees. We need a full view of the financials for each campaign. Thank you!
1 vote -
search users/organizations added to grant manger permissions
I would like to be able to turn off the ability to search users (in GLM and SLM) and search organizations (in GLM) for grant mangers.
As a grant manager in SLM, I am able to search and view contact info for students (who are minors) that I am not assigned to.
1 vote -
Re-Arrange Contact List in GLM
It would be useful if you could re-arrange the Contact list under Organization Summary in GLM. Simply click and drag to re-arrange the Contact order.
1 vote -
Update branching logic when updating or synching fields
I recently requested that some fields be synched between two processes. The sync resulted in broken branching logic on one of them. I would like for branching logic to be automatically updated when fields used in the logic are updated, i.e. when fields are synced, or when a multiple choice item is renamed. Because the updates often are made outside of the form that has the affected logic, the only way the broken logic is ultimately discovered is when an applicant encounters an issue and reports it. If branching logic can't be automatically updated, then please provide some sort of…
1 vote
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